Pension Advice and
Pension Transfer Specialists

We are experts on Pension Transfer advice for all types of pensions, including occupational final salary pensions and defined benefit pensions.

How we can help

P-Transfer V2

We specialise in pension transfer advice on defined benefit and final salary pensions. We will establish the best value for you, at the best time and in the best shape possible.

Group 3

We are a one-stop advisory resource for all pensions. We will do research, obtain your scheme information on your behalf and outline your options with your pension.

Expert

We have been in the business for a long time. Our team has over 200 combined years of pension planning experience. We want to share that expertise with you.

I want to know more about Pension Transfer Advice

We work on your behalf to establish the best value for you, at the best time and in the best shape possible.

I am a Professional Financial Adviser, Accountant or Solicitor

Do you want to work with a competent Adviser firm with the full permissions from FCA and full PI cover?

Why choose us?

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Specialist

We specialise in providing pension transfer advice for defined benefit and final salary pensions. We can establish the best value for you, at the best time and in the best shape possible.

History and qualifications
Our team of experts have been working in Pensions on a daily basis since 1975. We have 200 years of combined experience within the team and some of the best qualified pension transfer specialists in the UK. John Reynolds leads our team of pension transfer specialists and is one of the most highly qualified and experienced pension people in the UK, having spent many years teaching and mentoring financial advisers and pension transfer specialists across the UK.
Gold standard

We operate under the PFS Pensions Gold Standard in providing our advice – and are proud supporters of the standard and our regulator, the FCA.

Online and safe

We work exclusively online. All our meetings are conducted on online (high definition video calls). They are recorded and saved for your protection and ours.

We use the best technology available, making our business is fit for the digital age. Experience the power of our financial modelling tools and evidence-based financial planning.

Fixed and transparent fees
We charge a fair fee for the work we do. Our work and our business is built on fairness, transparency and trust. Our fees are disclosed online, are fair and transparent. We aim to charge fixed fees, where we can.

Our team

Our team of experts have been working with Pensions since 1975.

Partner and Independent Chartered Financial Planning Adviser

Pension Transfer Specialist

Partner and Independent Financial Planning Adviser

Pension Transfer Specialist

Paraplanner and Head of Technical services

Pension Transfer Specialist

Operations Manager 

Pension Analyst and Workflow Manager

Independent Financial Planning Adviser

Pension Transfer Specialist

Paraplanner

Operations and Administration Assistant

Director of UK-Australian Proposition

Get in touch?

We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.

If you have any questions, please get in touch with a member of our team.